THE PROCESS
How the workflow works.
- 01
Inventory tools, business jobs, costs, and access owners.
- 02
Record which data each tool receives and produces.
- 03
Map integrations and manual transfers between systems.
- 04
Identify duplicated capabilities and unmet requirements.
- 05
Compare keep, connect, replace, and retire options.
- 06
Include migration effort, ongoing maintenance, and recovery needs in the decision.
ILLUSTRATIVE OUTPUT / SAMPLE ONLY
A system and dependency map
Job — monthly landing-page reporting
Handoff — two exports are joined manually
Option — document the join before selecting an automation
Where judgment matters.
Calculate savings from actual costs. Include setup, maintenance, and switching costs. Verify functionality before recommending a replacement.
Before you call it complete
- Actual costs and usage are recorded
- Dependencies have been checked
- Replacement options include implementation costs